Women Investors

A Driving Force

Increasingly, women are exercising control over their family’s buying decisions. However, women are still underserved by our industry.

Personalized Service & Expertise

At Wealthspire, our advisors understand the challenges and concerns affecting women investors. Our advisors bring deep expertise in helping to navigate life changes (career, relationships, family) that are priorities in our clients’ lives.

How We Serve Women Investors

Career Milestones & Compensation

As your career progresses, our advisors help you understand growing complexities and opportunities to optimize your earnings.

Tax Planning Guidance

Protect your assets by maximizing tax planning strategies and avoid tax-related surprises after a life transition.

Navigating Life Changes

Our advisors help you navigate through life transitions including divorce or the death of a partner.

Multigenerational Caregiving

From education planning to anticipating long-term care needs for aging parents or family members, we are here to guide you.

Retirement and Longevity

As life expectancy for women continues to expand, so does the need for a longer retirement strategy.

Our Dedicated Team

Several of our advisors have devoted their careers to helping women navigate the complexities of their financial lives. They are adept at working with clients through all of life’s milestones and the challenges that accompany them. Collectively, they bring decades of experience to serving others and believe in building long-term relationships built on trust and respect.

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Senior Vice President

Amanda has been in the financial services industry since 2010...

Stephanie Carmel, CFP®, CDFA®, MBA

Senior Advisor Associate

Stephanie serves as a senior advisor associate in the firm’s...

Crystal Cox, CFP®, CRPC®

Senior Vice President

Crystal Cox is a financial advisor based in the Madison,...

B. Kelly Keydel, CFP®, MBA, CDFA®

Managing Director

Kelly Keydel is a Managing Director and Financial Advisor based...

Jennine Ramsey LaCroix, CFP®, MBA, AIF®

Managing Director

Jennine serves as a Managing Director at Wealthspire. Her passion...

Donna Levy

Managing Director

Donna joined the firm in 2000. She serves as an...

Amy Miller, CFP®, CDFA®

Senior Vice President

As a financial advisor, Amy serves a wide range of...

Aviva Pinto, CDFA®, CDS

Managing Director

Aviva Pinto joined the firm in 2015 through an acquisition...

Martha Staniford

Managing Director

Martha joined the firm in early 2003. She serves as...

Tatiana Vinogradov, CFP®, CDFA®, AIF®

Assistant Vice President

Tatiana is an advisor based in our Annapolis, Maryland office....

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